one other stock, petsmart, interesting story here. they became one of the latest companies to accelerate their 2013 quarterly dividend payment into 2012 to avoid taxes, liz, so it's the retailers doing that as well. >> i see on the bottom, gap moving higher after being hammered a couple days, too. it's a nice one year chart nonetheless. thank you, sandra, very much. let's review. the dow jones industrial at one point up 136 # points, john boehner, speaker of the house saying, you know what? there's going to be a deal by the end of the year, and reid, this afternoon, the senate leader said, no, i don't think we're going to present any spending cuts to the g.o.p.. as you see now, we cut gains there, but up 77 points. we talked about the bull and bear costume. steve betting on a bull market in 2013, but bearish for now. let's talk about what to buy now and what to pounce upon when the market's are ready to come back. start first with, wait for it, wait for it, what are you looking at and hope to eventually purchase? >> domestic cyclical.